Retiring Today

To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE We get a LOT of questions about Medicare during our online Journey to Retirement Workshops. In this rebroadcast, Merkle Retirement Planning Director of Medicare AnnaMarie Morrow, answers some of your most frequently asked questions to help you make sense of Medicare. AnnaMarie Morrow, Director of Medicare Mo...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE It may sound hard to believe, but a recent study finds many people fear retirement more than death. During this rebroadcast, we uncover what people fear most and discu...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ ABOUT THIS EPISODEA new phase of life requires a new perspective. Find out why you have to rethink taxes and retirement and what you can do right now to get to put yourself in a better position to retirement. Loren Merkle, CERTIFIED FINANCIAL PLANNE...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com ABOUT THIS EPISODE Social Security is a big part of your retirement income. We are rebroadcasting this important information to help you maximize your benefit. Find out what they DON&#39...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ A new phase of life requires a new way of thinking about income. Find out why you should take a step back and rethink your income in retirement. Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANC...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ Crime. Investigation. Conviction – it's like your favorite show – but with important retirement information. “Detectives” Loren Merkle and Chawn Honkomp solve mysteries about taxes, investments, and more! Loren Merkle, CERTIFIED FINANCIAL PLANNE...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ Like your favorite detective show, we are solving retirement mysteries – but the outcome of this show could help you make the most of retirement. Join us as retirement “detectives” Loren Merkle and Chawn Honkomp solve mysteries about taxes, investme...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ Owning stocks, bonds, and annuities may feel like a retirement plan – but investments alone aren’t enough. Discover what else you need to live out your retirement vision. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFE...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ More than two-thirds of pre-retirees have not met with a financial advisor. This could be hurting their confidence when it comes to retirement. What’s holding you back? Is it the unknowns of the process? Uncertain of the benefits? These ten question...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠ Congratulations, you’re ready to retire! Now what? Five steps to take when you are ready to retire. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® Molly Nelson, Host of Retiring T...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ Whether this is your first year on Medicare or you’ve been on it for several years, you should take a look at your plan each year. Taking the time to revisit your coverage and supplement could save you money and prevent surprises when you visit the...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com Hard working savers don’t deserve to be punished for doing all of the right things when it comes to saving for retirment. Discover three commonly overlooked tax savings opportunities (before they’re gone)! Loren Merkle, CERTIFIED FINANCIAL PLANNER™,...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com ⁠ ABOUT THIS EPISODE Not all retirement income is taxed the same. We explore ten types of retirement income and how they are taxed. Avoid surprises and learn about steps you can take now to lower your retirement tax bill. Loren Merkle, CERTIFIED FINAN...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ A customized retirement plan – we talk about it all the time –but what do we mean? We break it down and explain why a customized plan is the only way to go when it comes to your retirement! Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INC...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ We are answering your most frequently asked Medicare questions with our Medicare Director AnnaMarie Morrow. From question to question - you asked – we answered. AnnaMarie Morrow, Director of Medicare Molly Nelson, Host of Retiring Today Jack Henry,...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠MerkleRetire.com⁠ You have to rethink the way you look at mutual funds as you get closer to retirement. What’s worked during the working years – may not cut it anymore. Find out the pros, cons, and alternatives to mutual funds. Haley Gutschenritter, CERTIFIED FINANCIA...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com You’ve been paying into Social Security your entire career. Now it’s almost time to start collecting. You have to make a big decision. Take it now or delay for bigger payments? We uncove...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ We are halfway through the year– so what can we learn from the first half of 2023? A lot! Loren breaks down this year’s financial news to help you make sense of the headlines, block out the noise, and find the opportunities ahead for 2023. Loren Me...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com A study finds many people fear retirement more than death. We talk about what you can do to face retirement fears and enter this stage of life with confidence. Loren Merkle, CERTIFIED FI...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com The threat of a recession has been hovering over the American economy since 2022. Knowing what to do during an...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com To schedule a 15 Minute Retirement Check up call go to MerkleRetire.com It’s the information you’ve been waiting for! Retire Your Way is more than just a mantra, it can be a reality with the right game plan. Learn more about what it means to stop dreaming an...

Get your retirement toolkit today! This complimentary toolkit includes a copy of Loren’s book Retire Your Way. Go to RetireYourWayToolKit.com . To schedule a 15 Minute Retirement Check-Up call go to MerkleRetire.com Retire your way – sounds great, right? But how do you do it? It takes a plan. We discuss how to build a retirement plan and why it’s the best way to live out your retirement vision. Lo...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠Those on the verge of retirement face a difficult pension payout decision. Take the lump sum or the monthly payments? Find out how interest rates, inflation, and taxes impact your pension decision. Haley Gutschenritter, CERTIFIED FINANCIAL PLANNER™...

Do you have questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com⁠ More than two-thirds of pre-retirees have not met with a financial advisor. This could be hurting their confidence when it comes to retirement. What’s holding you back? Is it the unknowns of the process? Uncertain of the benefits? These ten questions wil...

Do you have more questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at ⁠ MerkleRetire.com ⁠ This week we are rebroadcasting one of our most popular episodes! “You’ll need 70 to 80 percent of the income you made in your final years of employment in order to live a comfortable retirement.” Maybe you’ve heard of this rule before. But is it t...